SiftHub MCP brings your company’s sales intelligence into Claude, ChatGPT, and every MCP-compatible AI tool your team uses. This guide covers what you can do with it, with example prompts you can copy and try right away.
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Build competitive decks
You need a competitive comparison deck for an upcoming deal. Normally, you’d pull intel from SiftHub, then switch to PowerPoint to build the slides. Two workflows, two contexts.
With SiftHub MCP, just ask. Your AI tool pulls battlecard data, differentiators, proof points, and ROI metrics from SiftHub, then builds the deck for you.
Try these prompts:
- Use SiftHub to build a competitive deck: us vs. [Competitor]. Include differentiators, proof points, and pricing positioning.
- What are the top 5 reasons customers choose us over [Competitor]? Include specific customer examples.
- Create a one-page competitive cheat sheet comparing us to [Competitor A] and [Competitor B] using SiftHub.
Prepare for prospect calls
You have a call in 30 minutes. The account has history — past conversations, CRM notes, email threads, Slack discussions. But that context is scattered across a half-dozen systems.
With SiftHub MCP, ask your AI tool to build a prep brief. SiftHub searches across your CRM, call recordings, email, Slack, and content library — all through a single connection — and synthesizes deal context, stakeholder insights, past objections, and talk tracks.
Try these prompts:
- Use SiftHub to prepare me for my call with [Account] today. Pull deal context, stakeholder history, and recommended talk tracks.
- Summarize everything we know about [Account] — deal history, past conversations, open issues, and current status using SiftHub.
- What objections has [Account] raised in previous conversations? How did we handle them?
Pro tip
Ensure you have selected at least CRM and call recordings as sources for the most complete account picture. SiftHub doesn’t just retrieve raw data — it understands sales context and structures the brief accordingly.
Generate proposals
A client conversation just wrapped up and you need to send a proposal covering your capabilities, security posture, customer references, and pricing. Normally, this means pulling from five different sources, formatting it all, and hoping nothing gets missed.
With SiftHub MCP, your AI tool queries SiftHub multiple times — for differentiators, compliance certifications, proof points, and pricing — then assembles everything into a structured proposal document.
Try these prompts:
- Use SiftHub to draft a proposal for [Client] covering our capabilities, security posture, customer references, and pricing.
- Create a capabilities overview for [Client] in the [industry] vertical using SiftHub. Focus on relevant case studies and ROI metrics.
- Generate a security and compliance summary for [Client] using SiftHub. Include certifications, data residency, and access controls.
Pro tip
For complex proposals, your AI tool may call SiftHub four or five times, each targeting a different section. This happens automatically — you just ask once.
Get instant answers to company knowledge questions
You’re mid-conversation with a prospect and they ask about a specific integration, a compliance certification, or how your product handles a particular edge case. You know the answer exists somewhere in your knowledge base — but you’re not going to pause the call to search for it.
With SiftHub MCP, just ask. SiftHub pulls the answer from your Q&A library, product docs, or compliance records and gives you a grounded, cited response in seconds.
Try these prompts:
- Do we support SSO with Okta?
- How do we handle data residency for EU customers?
- What’s our standard SLA for uptime? Cite the source.
- Do we have SOC 2 Type II certification? When was it last renewed?
Pro tip
Answers come with source citations, so you can verify and share confidently. This works for technical objections on live calls, Slack questions from teammates, or quick fact-checks while drafting an email.
Pull customer proof points and ROI metrics
You’re building a business case, preparing for a QBR, or need proof points for a specific vertical. SiftHub can pull together customer success stories, ROI data, and reference details from across your knowledge base.
Try these prompts:
- What are our top customer proof points and ROI metrics for [vertical/use case]?
- Which customers in [industry] can we reference? Include deal size and outcomes.
- Create a customer success summary for [Account] using SiftHub — what did they buy, what results have they seen?
Research accounts and deals
Before a meeting, or an internal review, you need a full picture of where an account stands — deal history, stakeholder map, recent activity, open issues. SiftHub pulls it all together from your CRM, call recordings, email, and Slack.
Try these prompts:
- Use SiftHub to summarize everything we know about [Account] — deal history, past conversations, open issues, and current status.
- What has [Account] asked about in the last 3 months? Summarize the key themes.
- Who are the key stakeholders at [Account]? What are their roles and concerns?
Tips for getting the most out of SiftHub MCP
Choose your sources wisely
When SiftHub MCP is invoked, it asks which sources to search. Be specific: CRM and call recordings for deal prep, Google Drive, SharePoint or Documents for proposals. The more targeted your source selection, the more relevant your answers.
Mention SiftHub when needed
If SiftHub MCP isn’t being invoked, try making your question more specific about needing company knowledge — for example, “Using SiftHub, what is our standard SLA for uptime?”
Be specific in your prompts
The more specific your ask, the better the output. “Prepare me for my call with Acme tomorrow” works much better than “Tell me about Acme.” Include context about what you need and why.
Ask for deliverables, not just answers
Your AI tool can combine SiftHub’s knowledge with its own document creation capabilities. Ask for the end deliverable you want — a deck, a proposal, a prep brief — not just the raw information.
Chain complex workflows
SiftHub MCP isn’t limited to one-off questions. Your AI tool can call it multiple times in a single conversation to build comprehensive, multi-section outputs. Don’t be afraid to ask for complex deliverables.
Use follow-up questions
If the first answer isn’t quite right, ask follow-ups in the same conversation. Your AI tool retains the context and can refine the response with additional SiftHub queries.